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Contravisory Investment Management’s Southwest Gas SWX Stock Holding History

Contravisory Investment Management’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,142
Closed -$163K – 319
2019
Q4 		$163K Buy
2,142
+95
+5% +$7.72K 0.06% 154
2019
Q3 		$186K Buy
2,047
+43
+2% +$3.87K 0.07% 143
2019
Q2 		$180K Hold
2,004
– – 0.07% 143
2019
Q1 		$165K Buy
+2,004
New +$160K 0.06% 149

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Contravisory Investment Management's SWX Position: Q1 2020 in Review

Contravisory Investment Management sold out of Southwest Gas (SWX) in Q1 2020, closing a stake of 2,142 shares — an estimated $163K sold.

Contravisory Investment Management first reported a position in SWX in Q1 2019 and held it in 4 quarters. The position peaked at $186K in Q3 2019. 264 funds tracked by Wall St. Rank hold SWX as of Q1 2020.

  • Contravisory Investment Management reported no remaining Southwest Gas position as of Q1 2020 after selling out during the quarter.
  • Contravisory Investment Management sold 2,142 Southwest Gas shares in Q1 2020, an estimated $163K.
  • Contravisory Investment Management first reported a position in Southwest Gas in Q1 2019 and held it in 4 quarters.
  • Contravisory Investment Management's Southwest Gas position peaked at $186K in Q3 2019.
  • 264 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2020.

Based on Contravisory Investment Management's 13F filing for Q1 2020, filed 9 Apr 2020.